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AAM Low Duration Pref & Inc Secs ETF PFLD

Morningstar Medalist Rating
Medalist Rating as of | See AAM Investment Hub

Morningstar’s Analysis PFLD

Will PFLD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFLD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFLD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFLD’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AAM Low Duration Pref& Inc Secs ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFLD

More PFLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

2.48 8.7 Mil
Financial Services

The Goldman Sachs Group Inc DR

2.33 8.2 Mil
Financial Services

JPMorgan Chase & Co Pfd

2.25 7.9 Mil
Financial Services

Duke Energy Corp 5.75% PRF PERPETUAL USD 25 - Ser A 1/1000th Int

1.86 6.5 Mil
Utilities

U.S. Bancorp DR

1.61 5.7 Mil
Financial Services

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep

1.57 5.5 Mil
Financial Services

Bank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int

1.46 5.1 Mil
Financial Services

MetLife Inc Pfd

1.46 5.1 Mil
Financial Services

Charles Schwab Corp DR

1.40 4.9 Mil
Financial Services

Annaly Capital Management Inc Cum Conv Red Pfd Registered Shs Series -F-

1.37 4.8 Mil
Real Estate